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ATLAS HOLDINGS LLC

100 Northfield Street
Greenwich, Connecticut 6830
Tel: 203-622-9138

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About ATLAS HOLDINGS LLC

ATLAS HOLDINGS LLC, formally registered with the SEC as ATLAS HOLDINGS LLC. The firm was established in 02/28/2012. They have over 3 offices throughout the country.

ATLAS HOLDINGS LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $8,819,436,043 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 60 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#160610
SEC#801-73745
Assets Managed by Firm$8,819,436,043
No. of Clients16
No. of Advisors60

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other(TRANSACTION FEES & MONITORING FEES)

Advisory Services Provided

  • Portfolio Management for pooled Investment
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total16$8,819,436,043

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